SpartanX term sheet discussion — still unrescheduled
SpartanX · Newt / Anton / VGIC
3d
Carried
Clarity — banker pitches lock Mon/Tue
Clarity · Roslyn / Holzman / Bowen / Needham
Sep 21-22
Carried
Respond to Pandorian founder pushback
Pandorian · Daniel Avital
15d
Carried
Panoptic — Grove VC floats co-lead
Panoptic · Lior Handelsman (Grove VC) via Dave
New
New
Reply to Harrison Yeager re: Clarity
Harrison Yeager · Clarity-related
2d
New
Important · Not Urgent
Schedule time
6
Trustible.ai — Gerald floats preemptive look
Trustible.ai · Gerald Kierce
New
New
TiE / Alok relationship — standing watch
TiE Boston · Alok Prasad
Carried
Deal
Genesis retrospective meeting — Oct 13/14
Genesis · Holzman
Oct 13-14
Carried
Compyl — weekly sync today, board prep Sep 22
Compyl · Stas / Todd / Matt (Contour)
Today
Portfolio
Jesta Security — settle market-category language
Jesta Security · Dave / Julia
Carried
Carried
Connect Spikerz founder with Memcyco
Spikerz · Naveh Ben Dror
New
New
Urgent · Not Important
Delegate or handle fast
3
Send Ariel the MSFT credit code
Ray Security · Ariel Zamir
13d
Carried
Reply to Palash on Pepper intro
Palash Soni · Pepper (Anirudh)
10d
Carried
Triage AccuKnox Series A inbound
AccuKnox · unread
5d
Carried
Neither
Ignore / delete
0
No items
Waiting on
4
Blyoum — would love your take
Blyoum · sent to Ian
11d
Blyoum — awaiting Aline on scheduling
Blyoum · sent to Aline Oliveira
8d
RE: Potential Investors — strategics list
Internal · SilverTech / Ehud Hai / Planven
15d
Clarity POV Go/No-Go — awaiting reply
Clarity · sent to Holzman
15d
Personal
0
Patterns this session
0
No feedback to process this run — Supabase feedback field was empty for the prior (Sep 17) session. 18 undone personal todos carried unchanged.
exception
New Q1 item: Grove VC (Lior Handelsman) forwarded to Dave asking whether VG would co-lead Panoptic — changes the shape of that deal ahead of the Sep22 follow-up.
exception
Trustible.ai (Gerald Kierce) escalated from a Signal ("personal relationship, not a VG deal") to a real Q2 item — Gerald explicitly asked this morning whether VG wants a preemptive look after yesterday's coffee meeting. Flagging the reclassification so it isn't silently dropped from view.
watch
Clarity banker-pitch date confusion from yesterday resolved — Needham unavailable until Monday, Silverton and VG confirmed available Mon Sep21 and Tue Sep22 from 11am ET; final slot with Bowen still pending.
exception
Three turndowns went out yesterday evening and are reflected today: DeepTrust (Aman Ibrahim/Noah Kjos), Refold (Jugal), and Spikerz (Naveh Ben Dror) — all moved from New Deals into Turndowns. Spikerz's founder asked for a Memcyco intro in response (new Q2 item).
exception
New First Call: Harden (Pushpak Pujari) — a genuinely new name with no prior thread history, call being set up via Bear today.
exception
New Deal: ZeroBEC (Michael Gorelik) — Dave and Bear had an initial call, a deeper-dive team call is now on calendar for Sep23.
exception
New Q1 item: Harrison Yeager's Sep16 follow-up regarding Clarity has gone unanswered; Affinity flagged it today. Surfaced given Clarity's active banker process this week.
exception
Events correction: the SBW2026 "AI-Powered Raise" panel is today (11:15am-12:30pm ET), not tomorrow as flagged in yesterday's run.
exception
Pandorian turndown pushback now 15 days unanswered (up from 14) — held as an escalated Q1 / contested-Turndown item, not auto-closing.
watch
Opsin, Overwatch, CEVM, Minimal, B&T/Project Maya, Chenna Vemula, and CISO dinner signals all reconfirmed zero new genuine hits again this window — counts held, no promotion without Nishkam's explicit confirmation.
watch
Deploying to Cloudflare Pages via deploy_to_cloudflare.py; sandbox shell is reachable this run (unlike Sep15-17) so this should complete normally.
exception
First calls
1
Harden
Pushpak Pujari · via Bear
Genuinely new name with no prior thread history — call being set up via Bear today.
Today
New deals
14
ZeroBEC
Michael Gorelik
Dave and Bear had an initial call Sep17; a deeper-dive team call is now on calendar for Sep23, 3:30pm ET.
Sep 23
AKM (Autonomous Key Management)
Brian McGowan / Ashley Powell · via Ben Nye
Call rescheduled again — now today, 1:30-2pm ET.
Today
Ethos
Eyal, Tamir, Itai · via Holzman
Call happened yesterday; a follow-up ("Eyal <> Ben") is on calendar today, 10:30-11:15am ET. Still flagging for Nishkam to confirm whether this is a Holzman personal relationship or a fresh VG evaluation.
Today
Divert
Mark / Jake / Gene
Connect call on calendar today, 2:30-3pm ET.
Today
Omri Eival
Bear-sourced connect
Connect call between Bear and Omri on calendar today, 2pm ET. Limited context available from the mailbox alone.
Today
Vigilent AI
Rohit Unnikrishnan
Call scheduled Mon Sep21, 10:30am ET.
Sep 21
Bulkhead
Yash Tulsani
Follow-up call happened Sep14 — no visible follow-up activity since. Decision status unknown this window.
Carried
Blyoum
Aline Oliveira · AI reasoning layer for financial services
Two open threads — see Waiting On (Ian's review, and Aline's scheduling reply). Aline is on today's SBW2026 panel with Nishkam.
Carried
Zyras AI
Balaji Prasad
Quiet since the Sep10 positioning call — no new activity this window.
Carried
Corsound AI
Arkady Krishtul
Quiet since the Sep10 first call — no new activity this window.
Carried
Askeal
Roxane Suau
Quiet since the Sep4 intro-call recap — no new activity this window.
Carried
Northstar Security
Amer Deeba / Ed Rowe
Follow-up call happened Sep16. No new activity found today.
Carried
Zora
Rahul · AI Twin for Fitness Coaches, $2M Seed
No call scheduled — out of VG's stated B2B IT/Security focus per Nishkam's own reply to Palash. No new activity this window.
Carried
Yoonify
Reema · re-engagement via Anton's team
Reema reconnected Sep9 saying Yoonify is "at a very different stage" since an earlier pass. No new activity this window.
Carried
Turndowns
4
Pandorian
Daniel Avital
Turndown sent Sep3; founder pushed back with substantive counter-context. Still unresolved after 15 days — see active Q1 item, not closing this session.
Contested
DeepTrust
Aman Ibrahim / Noah Kjos
Nishkam sent the pass yesterday evening — social-engineering framing impressed VG but couldn't build enough conviction to participate in this round.
Sep 17
Refold
Jugal · via Palash Soni
Nishkam sent the pass yesterday evening — overlap with Precog and market-size concerns.
Sep 17
Spikerz
Naveh Ben Dror · via 33n.vc
Nishkam sent the pass yesterday evening — market size and concern the capability ends up inside a broader external product. Founder asked for a Memcyco intro in response (see Q2).
Sep 17
Events
3
The AI-Powered Raise (SBW2026 panel)
Loft on Two, One Financial Center, Boston
Nishkam is a confirmed panelist alongside Aline Oliveira (Blyoum), David (c10labs), and Allison Byers (Scroobious, moderating). Today, 11:15am-12:30pm ET — corrected from yesterday's "tomorrow."
Today
TiECon East 2026 Showcase & Awards — judge invite
Burlington Marriott · Oct 2
AI Track judging wrapped this window — Nachi sent the final consolidated ratings and thanked the panel. Distinct from the still-unresolved TieCon sponsorship ask (Jenny) — see Q2.
Oct 2
CISO dinner (VG-hosted)
Tied to Pandorian relationship
Still in planning — team wants a keynote speaker locked before building the event around their availability. No firm date yet this window.
Planning
Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.